Regulated Electric
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4 / 10Stock Comparison
DTW vs DUK vs SO vs NEE
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
DTW vs DUK vs SO vs NEE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Regulated Electric | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $3.90B | $97.33B | $104.20B | $194.60B |
| Revenue (TTM) | $15.63B | $33.29B | $30.17B | $27.93B |
| Net Income (TTM) | $1.46B | $5.14B | $4.36B | $8.18B |
| Gross Margin | 37.6% | 58.4% | 43.1% | 47.8% |
| Operating Margin | 14.4% | 27.0% | 24.1% | 29.5% |
| Forward P/E | 2.8x | 18.6x | 20.2x | 23.1x |
| Total Debt | $26.52B | $90.87B | $65.82B | $95.62B |
| Cash & Equiv. | $250M | $245M | $1.64B | $2.81B |
DTW vs DUK vs SO vs NEE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| DTE Energy Company … (DTW) | 100 | 83.5 | -16.5% |
| Duke Energy Corpora… (DUK) | 100 | 145.8 | +45.8% |
| The Southern Company (SO) | 100 | 162.0 | +62.0% |
| NextEra Energy, Inc. (NEE) | 100 | 146.1 | +46.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DTW vs DUK vs SO vs NEE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
DTW is the #2 pick in this set and the best alternative if income & stability and growth exposure is your priority.
- Dividend streak 3 yrs, beta 0.80, yield 19.4%
- Rev growth 26.9%, EPS growth 4.3%, 3Y rev CAGR -6.3%
- Beta 0.80, yield 19.4%, current ratio 0.80x
- 26.9% revenue growth vs DUK's 6.2%
DUK is the clearest fit if your priority is valuation efficiency.
- PEG 0.63 vs SO's 3.45
SO is the clearest fit if your priority is long-term compounding.
- 137.8% 10Y total return vs NEE's 266.0%
NEE carries the broadest edge in this set and is the clearest fit for sleep-well-at-night.
- Lower volatility, beta 0.21, current ratio 0.60x
- 29.3% margin vs DTW's 9.4%
- Beta 0.21 vs DTW's 0.80, lower leverage
- +42.0% vs SO's +3.6%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 26.9% revenue growth vs DUK's 6.2% | |
| Value | Lower P/E (2.8x vs 23.1x) | |
| Quality / Margins | 29.3% margin vs DTW's 9.4% | |
| Stability / Safety | Beta 0.21 vs DTW's 0.80, lower leverage | |
| Dividends | 19.4% yield, 3-year raise streak, vs NEE's 2.4% | |
| Momentum (1Y) | +42.0% vs SO's +3.6% | |
| Efficiency (ROA) | 3.9% ROA vs DUK's 2.6%, ROIC 4.1% vs 4.6% |
DTW vs DUK vs SO vs NEE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
DTW vs DUK vs SO vs NEE — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
NEE leads in 2 of 6 categories
DTW leads 1 • DUK leads 0 • SO leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
NEE leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DUK is the larger business by revenue, generating $33.3B annually — 2.1x DTW's $15.6B. NEE is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to DTW's 9.4%. On growth, DTW holds the edge at +23.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $15.6B | $33.3B | $30.2B | $27.9B |
| EBITDAEarnings before interest/tax | $4.1B | $15.3B | $13.3B | $15.5B |
| Net IncomeAfter-tax profit | $1.5B | $5.1B | $4.4B | $8.2B |
| Free Cash FlowCash after capex | -$1.0B | $6.6B | -$3.8B | -$3.8B |
| Gross MarginGross profit ÷ Revenue | +37.6% | +58.4% | +43.1% | +47.8% |
| Operating MarginEBIT ÷ Revenue | +14.4% | +27.0% | +24.1% | +29.5% |
| Net MarginNet income ÷ Revenue | +9.4% | +15.4% | +14.5% | +29.3% |
| FCF MarginFCF ÷ Revenue | -6.4% | +19.8% | -12.7% | -13.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +23.4% | +11.3% | +8.0% | +7.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +27.7% | +11.9% | -0.8% | +160.0% |
Valuation Metrics
DTW leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 3.1x trailing earnings, DTW trades at a 89% valuation discount to NEE's 28.4x P/E. Adjusting for growth (PEG ratio), DUK offers better value at 0.67x vs SO's 4.03x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $3.9B | $97.3B | $104.2B | $194.6B |
| Enterprise ValueMkt cap + debt − cash | $30.2B | $188.0B | $168.4B | $287.4B |
| Trailing P/EPrice ÷ TTM EPS | 3.08x | 19.79x | 23.58x | 28.36x |
| Forward P/EPrice ÷ next-FY EPS est. | 2.81x | 18.64x | 20.21x | 23.07x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.67x | 4.03x | 1.64x |
| EV / EBITDAEnterprise value multiple | 7.05x | 12.61x | 12.66x | 18.73x |
| Price / SalesMarket cap ÷ Revenue | 0.25x | 3.02x | 3.53x | 7.08x |
| Price / BookPrice ÷ Book value/share | 0.37x | 1.83x | 2.64x | 2.93x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — |
Profitability & Efficiency
Evenly matched — DTW and NEE each lead in 3 of 9 comparable metrics.
Profitability & Efficiency
NEE delivers a 12.7% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $10 for DUK. NEE carries lower financial leverage with a 1.44x debt-to-equity ratio, signaling a more conservative balance sheet compared to DTW's 2.16x. On the Piotroski fundamental quality scale (0–9), DTW scores 7/9 vs NEE's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +12.2% | +9.6% | +11.3% | +12.7% |
| ROA (TTM)Return on assets | +2.8% | +2.6% | +2.8% | +3.9% |
| ROICReturn on invested capital | +4.8% | +4.6% | +5.3% | +4.1% |
| ROCEReturn on capital employed | +5.1% | +5.0% | +5.4% | +4.7% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 | 5 | 5 |
| Debt / EquityFinancial leverage | 2.16x | 1.71x | 1.69x | 1.44x |
| Net DebtTotal debt minus cash | $26.3B | $90.6B | $64.2B | $92.8B |
| Cash & Equiv.Liquid assets | $250M | $245M | $1.6B | $2.8B |
| Total DebtShort + long-term debt | $26.5B | $90.9B | $65.8B | $95.6B |
| Interest CoverageEBIT ÷ Interest expense | 1.94x | 2.57x | 2.51x | 1.99x |
Total Returns (Dividends Reinvested)
NEE leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SO five years ago would be worth $16,062 today (with dividends reinvested), compared to $10,754 for DTW. Over the past 12 months, NEE leads with a +42.0% total return vs SO's +3.6%. The 3-year compound annual growth rate (CAGR) favors DUK at 11.6% vs DTW's 2.6% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +2.9% | +7.2% | +6.9% | +16.1% |
| 1-Year ReturnPast 12 months | +7.1% | +5.3% | +3.6% | +42.0% |
| 3-Year ReturnCumulative with dividends | +8.0% | +38.9% | +35.5% | +31.0% |
| 5-Year ReturnCumulative with dividends | +7.5% | +44.0% | +60.6% | +38.2% |
| 10-Year ReturnCumulative with dividends | +30.0% | +104.1% | +137.8% | +266.0% |
| CAGR (3Y)Annualised 3-year return | +2.6% | +11.6% | +10.7% | +9.4% |
Risk & Volatility
Evenly matched — DUK and NEE each lead in 1 of 2 comparable metrics.
Risk & Volatility
DUK is the less volatile stock with a -0.24 beta — it tends to amplify market swings less than DTW's 0.80 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.80x | -0.24x | -0.15x | 0.21x |
| 52-Week HighHighest price in past year | $23.23 | $134.49 | $100.84 | $98.75 |
| 52-Week LowLowest price in past year | $5.89 | $111.22 | $83.09 | $63.88 |
| % of 52W HighCurrent price vs 52-week peak | +93.5% | +92.8% | +91.7% | +94.5% |
| RSI (14)Momentum oscillator 0–100 | 70.3 | 40.7 | 43.5 | 54.3 |
| Avg Volume (50D)Average daily shares traded | 25K | 3.5M | 4.5M | 8.7M |
Analyst Outlook
Evenly matched — DTW and NEE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: DUK as "Hold", SO as "Hold", NEE as "Buy". Consensus price targets imply 8.5% upside for DUK (target: $135) vs 5.2% for NEE (target: $98). For income investors, DTW offers the higher dividend yield at 19.37% vs NEE's 2.40%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | — | $135.44 | $99.62 | $98.13 |
| # AnalystsCovering analysts | — | 31 | 33 | 36 |
| Dividend YieldAnnual dividend ÷ price | +19.4% | +3.4% | +2.9% | +2.4% |
| Dividend StreakConsecutive years of raises | 3 | 1 | 1 | 30 |
| Dividend / ShareAnnual DPS | $4.21 | $4.25 | $2.72 | $2.24 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
NEE leads in 2 of 6 categories (Income & Cash Flow, Total Returns). DTW leads in 1 (Valuation Metrics). 3 tied.
DTW vs DUK vs SO vs NEE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is DTW or DUK or SO or NEE a better buy right now?
For growth investors, DTE Energy Company JR SUB DB 2017 E (DTW) is the stronger pick with 26.
9% revenue growth year-over-year, versus 6. 2% for Duke Energy Corporation (DUK). DTE Energy Company JR SUB DB 2017 E (DTW) offers the better valuation at 3. 1x trailing P/E (2. 8x forward), making it the more compelling value choice. Analysts rate NextEra Energy, Inc. (NEE) a "Buy" — based on 36 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — DTW or DUK or SO or NEE?
On trailing P/E, DTE Energy Company JR SUB DB 2017 E (DTW) is the cheapest at 3.
1x versus NextEra Energy, Inc. at 28. 4x. On forward P/E, DTE Energy Company JR SUB DB 2017 E is actually cheaper at 2. 8x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Duke Energy Corporation wins at 0. 63x versus The Southern Company's 3. 45x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — DTW or DUK or SO or NEE?
Over the past 5 years, The Southern Company (SO) delivered a total return of +60.
6%, compared to +7. 5% for DTE Energy Company JR SUB DB 2017 E (DTW). Over 10 years, the gap is even starker: NEE returned +266. 0% versus DTW's +30. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — DTW or DUK or SO or NEE?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus DTE Energy Company JR SUB DB 2017 E's 0. 80β — meaning DTW is approximately -427% more volatile than DUK relative to the S&P 500. On balance sheet safety, NextEra Energy, Inc. (NEE) carries a lower debt/equity ratio of 144% versus 2% for DTE Energy Company JR SUB DB 2017 E — giving it more financial flexibility in a downturn.
05Which is growing faster — DTW or DUK or SO or NEE?
By revenue growth (latest reported year), DTE Energy Company JR SUB DB 2017 E (DTW) is pulling ahead at 26.
9% versus 6. 2% for Duke Energy Corporation (DUK). On earnings-per-share growth, the picture is similar: Duke Energy Corporation grew EPS 10. 5% year-over-year, compared to -2. 4% for NextEra Energy, Inc.. Over a 3-year CAGR, NEE leads at 9. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — DTW or DUK or SO or NEE?
NextEra Energy, Inc.
(NEE) is the more profitable company, earning 24. 9% net margin versus 9. 2% for DTE Energy Company JR SUB DB 2017 E — meaning it keeps 24. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NEE leads at 30. 1% versus 15. 0% for DTW. At the gross margin level — before operating expenses — DTW leads at 84. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is DTW or DUK or SO or NEE more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Duke Energy Corporation (DUK) is the more undervalued stock at a PEG of 0. 63x versus The Southern Company's 3. 45x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, DTE Energy Company JR SUB DB 2017 E (DTW) trades at 2. 8x forward P/E versus 23. 1x for NextEra Energy, Inc. — 20. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DUK: 8. 5% to $135. 44.
08Which pays a better dividend — DTW or DUK or SO or NEE?
All stocks in this comparison pay dividends.
DTE Energy Company JR SUB DB 2017 E (DTW) offers the highest yield at 19. 4%, versus 2. 4% for NextEra Energy, Inc. (NEE).
09Is DTW or DUK or SO or NEE better for a retirement portfolio?
For long-horizon retirement investors, Duke Energy Corporation (DUK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
24), 3. 4% yield, +104. 1% 10Y return). Both have compounded well over 10 years (DUK: +104. 1%, DTW: +30. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between DTW and DUK and SO and NEE?
Both stocks operate in the Utilities sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: DTW is a small-cap high-growth stock; DUK is a mid-cap income-oriented stock; SO is a mid-cap quality compounder stock; NEE is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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